Vitally connector

Set up the Vitally connector in Kaivo: authentication, configuration, the 6 BigQuery tables it syncs, and answers to common questions.

Written By Lauri Raivio

Last updated About 1 hour ago

Kaivo is a fully managed data platform that syncs your Vitally data into a Google BigQuery warehouse and keeps it up to date automatically. There is no pipeline to build and no infrastructure to run, so you can spend your time analysing your customer support data instead of moving it.

What is the Vitally connector

Sync your Vitally customer success data into BigQuery with Kaivo to analyse account health and engagement.

CategoryCustomer Service
StatusGenerally available
AuthenticationAPI key
SetupSelf-service

Getting started with the Vitally connector

  1. Sign up for Kaivo and create a workspace.
  2. Connect your Vitally account.
  3. Choose which tables to sync.
  4. Wait for the initial sync to finish.
  5. Query your data in BigQuery or your favourite AI or BI tool.

Authenticating Vitally

Authenticate with your Vitally credentials. You provide:

FieldDescription
Secret Token

Your Vitally API secret token, used as the username for Basic Auth.

Basic Auth Header

Optional password for Basic Auth. Leave empty if your secret token is the only credential required.

Configuring the Vitally connector

When you set up the connector, you provide:

FieldDescription
Data Center

The Vitally data center hosting your account.

Custom Subdomain

Your Vitally subdomain, found in the URL you use to log in (https://{subdomain}.vitally.io). For example, enter mycompany for mycompany.rest.vitally.io. Required for the US data center; leave empty for EU.

Status

Account status to filter the synced accounts.

Tables and columns synced from Vitally

Kaivo syncs 6 tables from Vitally into a dedicated dataset in your BigQuery warehouse. Click any table to see its columns and types.

How the Vitally sync works

After the first load, Kaivo keeps your BigQuery warehouse up to date for you. Where Vitally supports it, each sync pulls only new and changed records so it stays fast; otherwise it refreshes the whole table. Every record keeps its original ID, so you won't get duplicate rows.

Frequently asked questions

How long does the initial sync take for Vitally?

It depends on how much history is in your Vitally account. Most initial syncs finish within minutes, while large accounts can take a few hours. After that, syncs only fetch new and changed records, so they're much faster.

Can I sync only some tables or columns?

Yes. You pick which tables to sync when you set up the connection and can change the selection later. Tables you don't select are never copied to your warehouse.

What happens when Vitally's schema changes?

New fields are never added automatically. You choose which fields to sync, so data you haven't selected (sensitive personal data, for example) never lands in your warehouse. When a new field appears, it becomes available for you to add. What happens to removed or renamed fields depends on a table's sync mode: full-refresh tables always match what's currently in Vitally, so dropped fields disappear, while incremental tables keep their existing columns and history, so an old field stays and newly added fields fill in over time.

How do I handle GDPR or data deletion requests?

Your data lives in your own Kaivo-managed BigQuery warehouse, so the most direct option is to delete or anonymise specific records right in BigQuery. If you delete data in Vitally instead, full-refresh tables drop it on the next sync, while incremental tables keep it, so you would remove the row in BigQuery or ask us to run a full refresh. To remove everything, delete the Vitally connector in Kaivo and all of its synced data is deleted with it.

Common use cases for Vitally data

Account health

Use accounts and notes to monitor health and activity across accounts.

Engagement view

Join conversations and tasks with accounts to see how you work each one.

User analysis

Use users to understand engagement within your accounts.

Use Vitally data in your AI and BI tools

Once Vitally data lands in your Kaivo-managed BigQuery warehouse, you can explore it with AI tools or any BI tool that connects to BigQuery. Here's how the most common destinations work with Vitally data.

Claude

Use Kaivo's MCP server to give Claude secure, workspace-scoped access to your data. Setup guide →

Power BI

Microsoft's BI tool with a native BigQuery connector. Supports direct query and scheduled refresh. Setup guide →

Data Studio

Free Google BI tool with native BigQuery support. One-click connection to your Kaivo warehouse; great for SMB teams on Google Workspace. Setup guide →

Tableau

The premium analytics standard, with native BigQuery integration. Setup guide →

Google Sheets

Use Connected Sheets to query BigQuery directly from a spreadsheet, with no SQL. Setup guide →

Excel

Connect via Power Query's BigQuery connector. Setup guide →

Metabase

Open-source BI tool with strong BigQuery support. Setup guide →

See our pricing page for Vitally connector pricing and plan details.